If you're unable to make healthcare, financial or legal decisions for yourself while alive, who will make them for you? We'll ensure you have the right people named in the proper, legal documents so that what you want to happen with your healthcare and assets becomes a reality. Your wishes, desires and assets can be managed the way YOU want.
Who has your best interests at heart as their priority? Are you working with a fiduciary? From asset review, income need determination, asset withdrawal strategy, tax reduction, life-time income planning and ensuring your estate plan is in sync with your life plan, we work for you, not Wall Street. Experience a new level of service based upon true caring.
Our professional consulting group includes:
licensed attorneys; licensed insurance specialists; licensed financial advisors; licensed Medicare specialists; CPAs; and a licensed psychologist. We bring their areas of special expertise together to assist you in a way in which you've never experienced.
BRYAN N. SCHULMAN, ESQ.
WEALTH MANAGEMENT & INSURANCE FIDUCIARY
Winter Park Office:
Address: 2431 Lee Road
Winter Park, FL 32789
OFFICE HOURS BY APPOINTMENT ONLY
Do you know what each investment you own is worth, what it produces in income, what the fees & costs are of it and how much of it you can lose? We'll explain and review each asset you own to see if it's meeting your needs. We'll help you sort through the unknown, toward a path of certainty and security. Living too long isn't the concern of most people; it's running out of money.
Are your assets subject to probate expenses? Have you decided who will get your assets, how and when they will get them and who will be in charge of distributing them? Make sure your assets go to whom you want, when you want. We'll explain the differences, and help you determine if you really need a trust. You CAN avoid probate and the unintended consequences of failing to plan.